WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$539M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,340
New
Increased
Reduced
Closed

Top Buys

1 +$904K
2 +$873K
3 +$719K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$662K
5
META icon
Meta Platforms (Facebook)
META
+$646K

Sector Composition

1 Technology 18.35%
2 Healthcare 7.47%
3 Industrials 7.01%
4 Communication Services 5.41%
5 Consumer Discretionary 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EBND icon
1001
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.14B
$4.58K ﹤0.01%
214
XEL icon
1002
Xcel Energy
XEL
$47.7B
$4.5K ﹤0.01%
66
MPWR icon
1003
Monolithic Power Systems
MPWR
$44.1B
$4.48K ﹤0.01%
6
BCRX icon
1004
BioCryst Pharmaceuticals
BCRX
$1.49B
$4.48K ﹤0.01%
500
DYNF icon
1005
BlackRock US Equity Factor Rotation ETF
DYNF
$26.4B
$4.47K ﹤0.01%
82
TOST icon
1006
Toast
TOST
$21.1B
$4.43K ﹤0.01%
100
AGI icon
1007
Alamos Gold
AGI
$14B
$4.41K ﹤0.01%
166
MBC icon
1008
MasterBrand
MBC
$1.29B
$4.37K ﹤0.01%
400
CNI icon
1009
Canadian National Railway
CNI
$59.2B
$4.27K ﹤0.01%
41
+1
AWI icon
1010
Armstrong World Industries
AWI
$7.88B
$4.14K ﹤0.01%
25
EZBC icon
1011
Franklin Bitcoin ETF
EZBC
$480M
$4.06K ﹤0.01%
65
PCY icon
1012
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.28B
$4.04K ﹤0.01%
198
IYE icon
1013
iShares US Energy ETF
IYE
$1.19B
$4.03K ﹤0.01%
89
-6
LLYVA icon
1014
Liberty Live Group Series A
LLYVA
$7.39B
$4.01K ﹤0.01%
+51
ALAR
1015
Alarum Technologies
ALAR
$94.3M
$3.95K ﹤0.01%
300
DCGO icon
1016
DocGo
DCGO
$105M
$3.92K ﹤0.01%
2,500
+1,000
JOBY icon
1017
Joby Aviation
JOBY
$13.1B
$3.92K ﹤0.01%
400
RDFN
1018
DELISTED
Redfin
RDFN
$3.92K ﹤0.01%
350
DOCU icon
1019
DocuSign
DOCU
$13.6B
$3.9K ﹤0.01%
50
FTV icon
1020
Fortive
FTV
$16.4B
$3.77K ﹤0.01%
+71
MARA icon
1021
Marathon Digital Holdings
MARA
$4.53B
$3.76K ﹤0.01%
240
SDVY icon
1022
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.76B
$3.6K ﹤0.01%
100
JHSC icon
1023
John Hancock Multifactor Small Cap ETF
JHSC
$597M
$3.59K ﹤0.01%
92
GNRC icon
1024
Generac Holdings
GNRC
$8.87B
$3.58K ﹤0.01%
25
JXN icon
1025
Jackson Financial
JXN
$6.42B
$3.55K ﹤0.01%
40